Personal Banker Jobs in California
Personal Banker jobs in California are among the most active in the country, concentrated in retail banking, wealth management, and community lending across roles from entry-level teller-to-banker programs through senior relationship manager positions. The heaviest hiring is in Los Angeles, San Francisco, and San Diego, where Wells Fargo, Bank of America, and JPMorgan Chase maintain large branch and regional operations throughout the state. The most in-demand specialties right now are small business banking, bilingual client services, and investment product referrals. Find a role that fits below and apply directly.
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INTRODUCTION
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities
- Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
- Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
- Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
- Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/marketing tools available to uncover opportunities, and present product offers/financial solutions
- Understand and comply with Citibank policies, standards and procedures
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
BASIC QUALIFICATIONS
- 0-2 years of relevant experience
- Previous banking, retail, or sales experience preferred
- Knowledge of Smart Banking tools and technologies
- NMLS registration; Safe Act compliant
- Consistently demonstrates clear and concise written and verbal communication skills
Education
- Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Consumer Sales
Job Family: Branch Sales
Time Type: Full time
Primary Location: Glendale California United States
Primary Location Full Time Salary Range: $58,190.00 - $81,210.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: Jun 25, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
INTRODUCTION
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities
- Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
- Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
- Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
- Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/marketing tools available to uncover opportunities, and present product offers/financial solutions
- Understand and comply with Citibank policies, standards and procedures
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
BASIC QUALIFICATIONS
- 0-2 years of relevant experience
- Previous banking, retail, or sales experience preferred
- Knowledge of Smart Banking tools and technologies
- NMLS registration; Safe Act compliant
- Consistently demonstrates clear and concise written and verbal communication skills
Education
- Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Consumer Sales
Job Family: Branch Sales
Time Type: Full time
Primary Location: Glendale California United States
Primary Location Full Time Salary Range: $58,190.00 - $81,210.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: Jun 25, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
See All 91 Personal Banker Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Personal Banker JobsPersonal Banker Jobs by City in California
Where California roles are concentrated, by current openings.
Personal Banker Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- Citi50
- Fifth Third Bank35
- Chevron Federal Credit Union2
- Amazon1
- Bank of America1
Top Industries Hiring
- Banking & Financial Services70
- Investment & Asset Management29
- Construction & Real Estate26
- Technology & Software26
What California Employers Look For
The qualifications that appear most often in personal banker jobs across California.
- FINRA Series 6 or Series 7 license required or must be obtained within 90 days
- Bachelor's degree in finance, business, or a related field preferred by most California employers
- One or more years of customer-facing sales or financial services experience in a retail setting
- Bilingual fluency in Spanish, Cantonese, or Mandarin is a competitive advantage in California markets
- Demonstrated ability to meet or exceed sales goals for deposit accounts and consumer lending products
- Familiarity with California consumer protection regulations and bank secrecy compliance requirements
Personal Banker Jobs in California: Frequently Asked Questions
How do you become a personal banker in California?
Most California personal banker roles require at minimum a high school diploma, though a bachelor's degree in finance or business makes candidates substantially more competitive. The most critical credential is a FINRA securities license, typically the Series 6 or Series 7, which is administered by FINRA and required to sell investment or insurance products. Many California banks sponsor new hires to sit for these exams within the first few months of employment, so the licensing path and the job offer often happen together.
Which companies hire personal bankers in California?
Employers hiring personal bankers in California right now include Citi, Fifth Third Bank, and Chevron Federal Credit Union, based on current listings on Migrate Mate as of June 2026. California's size and economic diversity mean these institutions maintain particularly dense branch networks in the greater Los Angeles basin, the Bay Area, and the Inland Empire.
Which California cities have the most personal banker jobs?
Santa Cruz, Los Angeles, and San Francisco account for the largest share of personal banker openings in California. Los Angeles and San Francisco drive volume through their sheer population and concentration of major bank headquarters and regional offices, while San Diego's strong military, biotech, and cross-border economy supports consistent demand at branches serving both individual and small business clients.
Are there remote personal banker jobs in California?
Yes, but they're rare. Personal banking is fundamentally a client-facing, branch-based role, and most California employers require regular in-person availability. About 0% of personal banker openings tied to California are remote or hybrid as of June 2026, and those that do allow flexibility tend to be phone-based or digital banking advisor positions where consultations happen over video or by appointment rather than in a branch.
How can I get hired as a personal banker in California with little or no experience?
The most realistic entry path is applying to a bank's teller or customer service representative role first, then transitioning internally. Wells Fargo, Bank of America, and Union Bank all operate structured teller-to-banker development programs at California branches that give candidates on-the-job exposure and employer-sponsored FINRA exam prep. Candidates who pair branch experience with an associate's or bachelor's degree in business and begin working toward a Series 6 license independently will stand out when internal personal banker openings post.
Where can I find and apply to personal banker jobs in California?
You can find and apply to personal banker jobs in California on Migrate Mate, which lists current California openings updated regularly. Search the listings to see which roles match your experience level, preferred location, and specialty, then apply directly to the ones that fit.
See All 91 Personal Banker Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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